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Relyea Zuckerberg Hanson LLC

Q1 2026 13F Holdings

  • Location
    stamford, CT
  • Num holdings

    276

  • Value ($000)

    $994,586

  • Date Filed
    04/30/2026
  • Form type
    13F-HR
  • CIK
    0001793691
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$107.68M
11 %

246,527

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$90.98M
9 %

463,695

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$49.72M
5 %

116,600

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R663
$46.32M
5 %

505,482

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$44.12M
4 %

206,484

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$38.87M
4 %

606,648

S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$33.28M
3 %

330,578

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EA SERIES TRUST

ALPHA ARCHITECT
02072Q853
$23.37M
2 %

446,173

A
AAPL

APPLE INC

COM
037833100
$20.59M
2 %

81,130

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$20.47M
2 %

117,385

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